Personal Portfolio Strategist

ACE ASCENTIA PTE. LTD.

Singapore, SG
Not specified (assumed to be office-based given the nature of the role).
Tailored portfolio strategy development
Client financial circumstance analysis
Asset allocation and diversification advice
ACE ASCENTIA PTE. LTD. is seeking a Personal Portfolio Strategist to develop personalized investment strategies for clients, emphasizing strong client relationships and market analysis. The ideal candidate should possess relevant qualifications and experience in strategic consulting within the financial industry, with a commitment to professionalism and integrity

Job Summary

  • The role involves developing tailored portfolio strategies aligned with individual client investment objectives and risk profiles.
  • Candidates must conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons to provide personalized advice.
  • The position requires staying abreast of market trends and economic indicators while cultivating strong, trust-based client relationships.

Matching Summary

Match Score: 85

ACE ASCENTIA PTE. LTD. is seeking a Personal Portfolio Strategist to develop personalized investment strategies for clients, emphasizing strong client relationships and market analysis. The ideal candidate should possess relevant qualifications and experience in strategic consulting within the financial industry, with a commitment to professionalism and integrity.

Skills & Requirements

Must-have

  • Tailored portfolio strategy development
  • Client financial circumstance analysis
  • Asset allocation and diversification advice
  • Market trend and economic indicator monitoring
  • Strong interpersonal communication skills

Nice-to-have

  • Proven strategic consulting experience
  • In-depth knowledge of financial regulations
  • Commitment to integrity and confidentiality
  • Collaborative team implementation skills

Key Requirements

  • Singaporean or PR status required
  • Minimum age of 21 years old
  • GCE A Levels / Polytechnic Diploma / Degree (Local)
  • Proven experience in strategic consulting
  • Relevant industry certifications advantageous

Work Rights

Must be Singaporean or PR

Tailored Resume

Cover Letter